At Any Rate

Anezka Christovova, Ben Ramsey and Gisela Brant discuss the latest market developments and their impacts for the EM fixed income asset class. This podcast was recorded on 12 November 2026. This communication is provided for information purposes only.  Copyright 2026 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without...

In this podcast, Harry Downie and Abiel Reinhart discuss the latest US CPI print and implications for rates markets.   Speakers: Abiel Reinhart, U.S. Economic Research Harry Downie, U.S. Rates Strategy   This podcast was recorded on November 10, 2026. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/con...

J.P. Morgan strategists discuss implications of last week’s FOMC meeting and this week’s Treasury Quarterly Refunding Announcement for interest rate markets.   Speakers: Ipek Ozil, Head of US Interest Rate Derivatives Strategy Chris Hayward, US Interest Rate Derivatives Strategist Mike Alexeev, US Interest Rate Derivatives Strategist Emre Alptuna, US Interest Rate Derivatives Strategist   This pod...

This week, our Global FX Strategists Meera Chandan, Pat Locke & James Nelligan address post-midterm election implications for FX from policy and the spillover from equities. They also look at this week’s NFP, and argue that risk market behavior should actually trump data near-term for USD.  Finally, the strategists address the latest thinking around European FX following an active week of cent...

This week has finally delivered the result of the Midterm elections, with energy markets repricing the risks in the Middle East. Risk premia have also eroded in agriculture, where many political and fundamental factors are active at once. In this episode, we discuss the risk profile for ags and our outlook for 2027. Speaker:  Tracey Allen, Head of Agricultural Commodities   This podcast was record...

In this podcast Khagendra Gupta and Marcus Mayfield discuss their new model to trade 6Mx10Y EUR rates gamma systematically.   This podcast was recorded on 06 November 2026. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5523754-0 for more information; please visit www.jpmm.com/research/dis...

Rates strategists Jay Barry and Amanda review the impact of the FOMC meeting on the US rates markets and preview the November refunding.   Speakers Jay Barry, Head of Global Rates Strategy Amanda Berke, US Rates Strategist   This podcast was recorded on October 30, 2026. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.j...

While oil has stabilized, European natural gas has spiked to over 100 EUR/MWh for the first time since 2022, driven both by fundamentals and potential re-escalation in the Middle East. In this episode, we cover the news in energy markets and share feedback on metals from the flagship LME Week gathering.   Speakers:  Otar Dgebuadze, European Natural Gas Greg Shearer, Head of Base and Precious Metal...

Meera Chandan, Patrick Locke, Anezka Christovova and James Nelligan review this week’s event risk including the Fed and BRL shock in the context of our market views, as well as previewing next week’s central bank meetings.  This podcast was recorded on 30 October 2026. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpm...

Anezka Christovova, Ben Ramsey and Tania Escobedo Jacob discuss the latest market developments and their impacts for the EM fixed income asset class. This podcast was recorded on 29 October 2026. This communication is provided for information purposes only.  Copyright 2026 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed...

What is the price of oil, really? While Brent crude is trading around $115, our pricing model based on market fundamentals suggests $94. How does this discrepancy arise? In this episode, we go through the basics of crude oil prices, as well as discuss the effects created by geography and risk premia.   Speaker:  Natasha Kaneva, Head of Global Commodities   This podcast was recorded on October 23,...

Arindam, Patrick and Octavia discuss the placidity of currency markets amid cross-asset risk-off jitters and the outlook for G3 FX ahead of key central bank meetings.   This podcast was recorded on 23 October 2026. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5499880-0 for more informati...

In this podcast Francis Diamond and Aditya Chordia discuss the upcoming October ECB meeting as well as the recent further widening in French spreads this week.   Speakers Francis Diamond, Head of European Rates Strategy Aditya Chordia, Rates Strategy    This podcast was recorded on 23 October 2026. This communication is provided for information purposes only. Institutional clients can view the rel...

We preview the UK Budget in terms of risks around GBP FX, what the outlook is from here for sterling and a discussion on positioning.    Speakers: James Nelligan Patrick Locke   This podcast was recorded on 21 October 2026. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5497547-0 for more...

Anezka Christovova, Ben Ramsey and Michael Loh discuss the latest market developments and their impacts for the EM fixed income asset class.   This podcast was recorded on 22 October 2026. This communication is provided for information purposes only. Copyright 2026 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without...

Frida Infante and Harry Downie discuss the latest moves in global inflation markets, where front-end pricing looks better supported after firmer inflation data and ongoing energy pressures.   This podcast was recorded on 22 October 2026. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-54619...

This week, our Global FX Strategists Meera Chandan, Pat Locke, Anezka Christovova & James Nelligan discuss the implications for the dollar from the latest US data, including firmer inflation, as well as other upcoming US policy developments. They also address the outlook for EM currencies amid a more uncertain growth backdrop, against still-constructive views across CHF, GBP & NOK in G10....

The situation in the Strait of Hormuz is not exclusively affecting the energy side of commodity markets. Namely, agricultural commodities are becoming a point of convergence for high freight rates, fuel costs and disrupted logistics. Today, we run you through these cost effects, as well as update you on our base metals outlook in the run up to LME Week   Speakers:  Greg Shearer, Head of Base and P...

In this podcast Francis Diamond, Aditya Chordia and Khagendra Gupta discuss Euro area sovereign spreads, volatility and thoughts on UK rates into the budget.   This podcast was recorded on 16 October 2026. This communication is provided for information purposes only. Institutional clients can view the related reports at https://www.jpmm.com/research/content/GPS-5479010-0 , https://www.jpmm.com/res...

Anezka Christovova, Ben Ramsey and Gisela Brant discuss the latest market developments and their impacts for the EM fixed income asset class. This podcast was recorded on 16th October 2026. This communication is provided for information purposes only.  © 2026 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the wr...

In this podcast, Harry Downie and Abiel Reinhart discuss the latest US CPI print and implications for rates markets   Speakers:  Abiel Reinhart - US Economic Research Harry Downie – US Rates Strategy   This podcast was recorded on October 14, 2026.   This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/cont...

Oil is flowing, and natural gas might be starting to follow suit. LNG tanker crossings have posted the busiest week since March, dragging Qatar’s estimated liquefaction capacity utilization to the highest level since the war began. But can this continue?   Speaker:  Otar Dgebuadze, European Natural Gas Research   This podcast was recorded on October 9, 2026.   This communication is provided for in...

Our Global FX Strategists Pat Locke, Meera Chandan, Tania Escobedo & James Nelligan break down the biggest event of the week - Brazil’s first-round election - and the implications for BRL. They then discuss the outlook for EUR with European spreads at still-high levels, and what that means for a potential rotation amongst funding currencies in the G10 space.    This podcast was recorded on 09...

Anezka Christovova, Ben Ramsey and Michael Harrison discuss the latest market developments and their impacts for the EM fixed income asset class. This podcast was recorded on 08 October 2026. This communication is provided for information purposes only.  © 2026 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the...

In this podcast, Samantha Azzarello interviews Grant Harris and Steve Palacio on the subtle yet foundational nature of Critical Chemicals, their significance to the United States and China, and what cautionary lessons can be drawn from them.   Speakers:  Grant Harris, Head of Industry & Policy Thematic Research Steven Palacio, Senior Analyst, Industry & Policy Thematic Research Samantha Az...